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Our Core Values

Integrity, Commitment, and Kindness

In 2007, Lee Pierce founded Pierce Financial to serve clients in Hernando, Mississippi, and Memphis, Tennessee, as well as throughout the United States. The professionals at Pierce Financial have 24 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes.

Our firm operates on the core values of integrity, commitment, and kindness. These values serve as a guide to the way we function and serve our clients. We attend to them with care and consideration, seeking to understand what their life and family goals are in addition to their financial goals.

Over 35 years experience

Lee Pierce CPA, CMA, AIF®

Lee Pierce, founder of Pierce Financial, believes in handling each person's situation as if it were his own. This quality of empathy promotes understanding and a high level of care for his clients and their unique goals.

Lee has been in the financial industry for 35 years. He graduated from the University of Tennessee at Martin in 1988 with a Bachelor of Science degree in business administration with an emphasis in accounting. His past experience includes working in both large and small businesses, including 12 years as a CFO of a closely held manufacturing company and Divisional Controller of a Fortune 200 company. He gained the ability to understand the unique challenges businesses face through his work in private businesses. Lee continued to expand his proficiency and is a Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Accredited Investment Fiduciary ® (AIF®). He also holds FINRA series 6, 7, 63, and 65 licenses.

The AlF® designation allows Lee to provide a high level of care to business owners. The designation requires ongoing education on the latest information, developments, rules, and regulations to best serve his clients. To learn more about being a fiduciary, click here.

Lee and his family worship at Longview Point Baptist Church where he serves in various leadership positions. He is an active volunteer and Board member of the Fellowship of Christian Athletes. In his free time he enjoys spending time with his family, hunting, fishing, golf, gardening, and cooking.

Lee specializes in asset management and retirement plan consulting and advising. If you would like to work with Lee to organize your finances, click here to contact us.

Your Plan, Your Future, Your Way - Get Started Today

Our Services

Comprehensive Financial Guidance

Investment Advisory for Individuals and Families

Receive personalized guidance tailored to your financial aspirations, including retirement, investments, estate planning, and education funding.

Retirement Plan Consulting for Businesses

Unlock expert insights and solutions to ensure your business’s retirement plans are optimized for success, covering investment advisory, compliance, plan design, and provider searches.

Fiduciary Guidance

Access professional support and sophisticated planning strategies designed to enhance the future of your business and the financial well-being of your employees.

Get in touch

Send Lee a Message

    Where to find us

    Contact Details

    2555 Caffey Street, Suite A
    Hernando, Mississippi 38632

    6465 North Quail Hollow, Suite 200
    Memphis, Tennessee 38120


    Contact Pierce Financial for help organizing your finances, hear a second opinion on your retirement plan, and gain insight on your investment portfolio.

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